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SBPLX vs VIVIX
SBPLX vs VIVIX Comparison
Open Charts SBPLX vs VIVIX
ClearBridge Dividend Strategy C
Price$29.97
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SBPLX vs VIVIX Comparison Chart in %
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SBPLX vs. VIVIX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SBPLX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. SBPLX (8.65B). VIVIX pays higher dividends than SBPLX: VIVIX (2.19) vs SBPLX (0.53). SBPLX was incepted earlier than VIVIX: SBPLX (27 years) vs VIVIX (27 years). SBPLX (1.74) is less costly to investors than VIVIX (0.04). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). SBPLX has a lower initial minimum investment than VIVIX: SBPLX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. SBPLX (3.97). VIVIX return over 5 years is better than : 80.14 vs. SBPLX (36.26).
| SBPLX | VIVIX | SBPLX / VIVIX | |
| Total Expense Ratio | 1.74 | 0.04 | 4,350% |
| Annual Report Gross Expense Ratio | 1.74 | 0.04 | 4,350% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 3.641 | 6.215 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 0.53 | 2.19 | 24% |
| Returns for 1 year | 3.97 | 12.05 | 33% |
| Returns for 3 years | 15.53 | 35.17 | 44% |
| Returns for 5 years | 36.26 | 80.14 | 45% |
| Returns for 10 years | 62.92 | 115.68 | 54% |
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